Investment Rating - The report maintains a "Buy" rating for the company [1] Core Insights - The company is positioned to benefit from the rapid growth in emerging fields such as drones and handheld imaging devices, with significant market potential projected for the coming years [3][4] - The global aerial drone market is expected to grow from approximately $7.1 billion in 2023 to $12.2 billion by 2030, with a compound annual growth rate (CAGR) exceeding 10% from 2024 to 2032 [3] - The handheld imaging device market is also on the rise, with the global action camera market projected to grow from 31.44 billion yuan in 2023 to 51.35 billion yuan by 2027, reflecting a CAGR of 13% [4] Financial Projections - Revenue forecasts for the company are as follows: 20.55 billion yuan in 2025, 23.49 billion yuan in 2026, and 26.67 billion yuan in 2027, with corresponding net profits of 768 million yuan, 1.05 billion yuan, and 1.23 billion yuan respectively [9][11] - The earnings per share (EPS) is projected to increase from 0.65 yuan in 2025 to 1.03 yuan in 2027, indicating strong growth potential [11][12] Market Trends - The company is actively involved in the development of advanced perception technologies for robotics, collaborating with partners to create innovative solutions that enhance the capabilities of embodied intelligence in robots [5][8] - The global market for embodied intelligent robots is expected to exceed $60 billion by 2025, highlighting the significant growth opportunities in this sector [8]
丘钛科技（01478）：无人机，手持影像等新兴领域高速增长